|
⚲
|
| Brookwood Advisors LLC
✚
|
|
|---|---|
| CRD # | 338550 |
| SEC # | 801-135106 |
| CIK # | |
| AUM | $964.5 M (2026-05-07) |
| Employees | 5 (60% Investors, 80% Brokers) |
| Phone | 978-720-7500 |
| Address | 138 Conant Street Beverly, MA 01915 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 964.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 964.5 |
| By Discretionary | ||
| Discretionary | 6 | 964.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 964.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 964.5 | |
| Total | 6 | 964.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Sculptor Advisors LLC
✚
|
NY | 1.0 |
|
Goodwin Capital Advisers Inc
✚
|
CT | 1.0 |
|
Vistashares Advisors LLC
✚
|
1.0 | |
|
Broadshore Capital Partners LLC
✚
|
CA | 1.0 |
|
Comvest Credit Managers LLC
✚
|
FL | 1.0 |
|
VCC Advisors LLC
✚
|
NY | 1.0 |
|
Radianx Capital LLC
✚
|
NY | 1.0 |
|
HBC Group LLC
✚
|
0.9 | |
|
Edgbaston Investment Partners LLP
✚
|
0.9 | |
|
Hazelview Securities Inc
✚
|
0.9 |